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ColeFP and Wealth Managment, Inc.
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☎ (205) 477-5118
ColeFP and Wealth Managment, Inc.
About + Contact
Fees
Our Process
Resources
Services
Schedule an Appointment
☎ (205) 477-5118
About + Contact
Fees
Our Process
Resources
Services
Schedule an Appointment
☎ (205) 477-5118
 
Newsletter, Taxes, Video Scott Cole 1/26/24 Newsletter, Taxes, Video Scott Cole 1/26/24

Tax Prepartion Time- 4 Things to Remember

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Back To School
Kids and Money, Personal Finance, Employee Benefits Guest User 8/25/22 Kids and Money, Personal Finance, Employee Benefits Guest User 8/25/22

Back To School

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10 Financial Statements to Live By
Aging, Financial Planning, Goals, Newsletter, Personal, Planning, Behavioral Finance Scott Cole 4/24/21 Aging, Financial Planning, Goals, Newsletter, Personal, Planning, Behavioral Finance Scott Cole 4/24/21

10 Financial Statements to Live By

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Reader Mailbag: Is the Market Overvalued and other stuff
Investments, Newsletter, Planning, Psychology of Money, Goals Scott Cole 2/13/21 Investments, Newsletter, Planning, Psychology of Money, Goals Scott Cole 2/13/21

Reader Mailbag: Is the Market Overvalued and other stuff

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Little and Often
Newsletter, Personal Finance, Psychology of Money Scott Cole 1/23/21 Newsletter, Personal Finance, Psychology of Money Scott Cole 1/23/21

Little and Often

Life seems to happen so fast, we dismiss the value of being slow.

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Investing Under the Influence
Behavioral Finance, Newsletter, Personal Scott Cole 8/29/20 Behavioral Finance, Newsletter, Personal Scott Cole 8/29/20

Investing Under the Influence

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Benchmarks and the only return that matters
Goals, Investments, Newsletter, Personal, Social, Technology Scott Cole 7/4/20 Goals, Investments, Newsletter, Personal, Social, Technology Scott Cole 7/4/20

Benchmarks and the only return that matters

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Work Hard, Be Kind and Make Choices….Repeat
Kids and Money, Goals, Social, Technology Scott Cole 5/30/20 Kids and Money, Goals, Social, Technology Scott Cole 5/30/20

Work Hard, Be Kind and Make Choices….Repeat

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Some weeks we just feel things
Personal, Personal Finance, Psychology of Money, Financial Planning Scott Cole 5/16/20 Personal, Personal Finance, Psychology of Money, Financial Planning Scott Cole 5/16/20

Some weeks we just feel things

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Covid-19 and the 5 Stages of Grief
Personal, Social Scott Cole 5/2/20 Personal, Social Scott Cole 5/2/20

Covid-19 and the 5 Stages of Grief

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Sometimes you can wait to open your statements
Newsletter, Psychology of Money Scott Cole 3/29/20 Newsletter, Psychology of Money Scott Cole 3/29/20

Sometimes you can wait to open your statements

There is a unique weariness to waiting.

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US Interstate I-20/59 and the Surprises of Life
Planning, Newsletter, Media Scott Cole 1/24/20 Planning, Newsletter, Media Scott Cole 1/24/20

US Interstate I-20/59 and the Surprises of Life

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Fun Start to the Year/Decade
Media Scott Cole 1/9/20 Media Scott Cole 1/9/20

Fun Start to the Year/Decade

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The most important 2 minutes of my financial day
Financial Planning Scott Cole 9/30/19 Financial Planning Scott Cole 9/30/19

The most important 2 minutes of my financial day

It take me maybe 2 minutes every morning to track my expenses.

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Big Financial Decisions- Managing Data and Emotions
Behavioral Finance, Financial Planning Scott Cole 7/26/19 Behavioral Finance, Financial Planning Scott Cole 7/26/19

Big Financial Decisions- Managing Data and Emotions

There is no amount of data sufficient to remove the emotions from a financial decision.

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The Fiduciary Duty – Why is it so difficult?
Fiduciary, Financial Planning, Investments Guest User 6/5/19 Fiduciary, Financial Planning, Investments Guest User 6/5/19

The Fiduciary Duty – Why is it so difficult?

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The "Latte Factor" and Reality
Money Management, Personal Finance, Saving and Investing Guest User 5/23/19 Money Management, Personal Finance, Saving and Investing Guest User 5/23/19

The "Latte Factor" and Reality

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Having "the talk" with my daughter
Behavioral Finance, Investments, Kids and Money, Psychology of Money, Saving and Investing Scott Cole 2/15/19 Behavioral Finance, Investments, Kids and Money, Psychology of Money, Saving and Investing Scott Cole 2/15/19

Having "the talk" with my daughter

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Why even advisors need advisors
Investments, Newsletter, Behavioral Finance Scott Cole 2/1/19 Investments, Newsletter, Behavioral Finance Scott Cole 2/1/19

Why even advisors need advisors

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Can I go to college on a budget?
Video, Financial Planning Guest User 1/11/19 Video, Financial Planning Guest User 1/11/19

Can I go to college on a budget?

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ColeFP and Wealth Management, Inc.

Birmingham, AL
Madison, AL
Sarasota, FL
P. 205.477.5118
P. 256-617-7189

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ColeFP is a registered investment adviser in the states of Alabama, Florida, Louisiana, and Texas and is able to offer advisory services in these states plus other via exemption. We meet clients virtually throughout the country.

 

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